-- Last revised 7/2/08 --
Donative Transfer Restrictions
Pursuant to AB 2034 (Spitzer), enacted as Chapter 216 of the Statutes of 2006, the Commission will study the operation and effectiveness of the provisions of the Probate Code restricting donative transfers to certain classes of individuals, and will recommend revisions and improvements to those provisions. The Commission's report on the matter is due by January 1, 2009.
If you have questions or comments on this study, send an e-mail to Brian Hebert at bhebert@clrc.ca.gov.
Related Material
Tentative Recommendations and Other Requests for Comment
- Tentative Rec. -- Donative Transfer Restrictions (June 2008) -- Comments Due: 8/8/2008
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Meeting Minutes
- June 5, 2008 Meeting in Sacramento
- February 14, 2008 Meeting in Sacramento
- June 28, 2007 Meeting in Sacramento
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Staff Memoranda
- Memo 2008-21, Supp. 2 -- Donative Transfer Restrictions (Public Comment) (06/05/2008)
- Memo 2008-21, Supp. 1 -- Donative Transfer Restrictions (Public Comment) (05/30/2008)
- Memo 2008-21 -- Donative Transfer Restrictions (Staff Draft Tentative Recommendation) (05/14/2008)
- Memo 2008-15, Supp. 1 -- Donative Transfer Restrictions: Exceptions to Disqualification (4/3/2008)
- Memo 2008-13, Supp. 1 -- Donative Transfer Restrictions: Care Custodian as Disqualified Person (4/3/2008)
- Memo 2008-18 -- Donative Transfer Restrictions: Independent Attorney Certification and Rebuttal of Presumption (03/27/2008)
- Memo 2008-15 -- Donative Transfer Restrictions: Exceptions to Disqualification (03/19/2008)
- Memo 2008-14 -- Donative Transfer Restrictions: Interested Witness as Disqualified Person (03/12/2008)
- Memo 2008-13 -- Donative Transfer Restrictions: Care Custodian as Disqualified Person (03/10/2008)
- Memo 2008-10, Supp. 1 -- Donative Transfer Restrictions: Disqualified Person (02/14/2008)
- Memo 2008-10 -- Donative Transfer Restrictions: Disqualified Person (2/8/2008)
- Memo 2007-30, Supp. 1 -- Donative Transfer Restrictions: Witness as Beneficiary (8/24/2007)
- Memo 2007-30 -- Donative Transfer Restrictions: General Principles (8/14/2007)
- Memo 2007-18 -- Donative Transfer Restrictions: Scope and Methodology of Study (5/17/2007)
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